Golden Road Advisors LLC Portfolio Holdings

Golden Road Advisors LLC

  • $173 Billion
  • Q3 2025

Golden Road Advisors LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $52B, Vanguard Value ETF with a value of $39.3B, Vanguard Small Cap ETF with a value of $17.5B, Vanguard Index Fds S&P 500 ETF with a value of $12B, and Vanguard Russell 1000 Growth E with a value of $6.19B.

Examining the 13F form we can see an increase of $22.4B in the current position value, from $150B to 173B.

Golden Road Advisors LLC is based out at Tampa, FL

Below you can find more details about Golden Road Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $173 Billion
ETFs: $153 Billion
Technology: $10.6 Billion
Financial Services: $3.23 Billion
Communication Services: $2.28 Billion
Consumer Cyclical: $1.79 Billion
Healthcare: $877 Million
Consumer Defensive: $776 Million
Industrials: $230 Million
Other: $212 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52 Billion 30.08% of portfolio
108,373
Q3 2025 Added 3.22%
$0
$39.3 Billion 22.75% of portfolio
210,746
Q3 2025 Added 3.46%
$0
$17.5 Billion 10.12% of portfolio
68,752
Q3 2025 Added 0.72%
$0
$12 Billion 6.95% of portfolio
19,598
Q3 2025 Reduced 5.08%
$0
$6.19 Billion 3.58% of portfolio
51,375
Q3 2025 Added 2.07%
$0
$5.4 Billion 3.13% of portfolio
60,476
Q3 2025 Added 2.37%
$0
$4.66 Billion 2.69% of portfolio
77,693
Q3 2025 Added 6.74%
$4.3T
$3.75 Billion 2.17% of portfolio
14,737
Q3 2025 Added 75.19%
$465B
$3.74 Billion 2.16% of portfolio
20,034
Q3 2025 Added 54.85%
$0
$2.29 Billion 1.32% of portfolio
42,195
Q3 2025 Added 2.88%
$3.78T
$1.76 Billion 1.02% of portfolio
3,398
Q3 2025 Added 72.05%
$0
$1.61 Billion 0.93% of portfolio
3,433
Q3 2025 Reduced 0.41%
$34.1B
$1.42 Billion 0.82% of portfolio
8,248
Q3 2025 Reduced 14.28%
$0
$1.4 Billion 0.81% of portfolio
4,277
Q3 2025 Reduced 12.03%
$0
$1.06 Billion 0.62% of portfolio
3,520
Q4 2023 New
$0
$1.04 Billion 0.6% of portfolio
4,990
Q3 2025 Reduced 5.9%
$2.39T
$975 Million 0.56% of portfolio
4,439
Q3 2025 Added 23.41%
$0
$894 Million 0.52% of portfolio
7,546
Q3 2025 Reduced 1.76%
$0
$849 Million 0.49% of portfolio
4,168
Q3 2025 Added 0.75%
$139B
$833 Million 0.48% of portfolio
2,524
Q3 2025 Added 9.88%
$0
$760 Million 0.44% of portfolio
2,284
Q3 2025 Reduced 11.27%
$1.65T
$717 Million 0.42% of portfolio
2,951
Q3 2025 Added 18.42%
$881B
$730 Million 0.42% of portfolio
2,314
Q3 2025 Added 72.56%
$0
$715 Million 0.41% of portfolio
14,118
Q3 2025 Reduced 34.31%
$0
$687 Million 0.4% of portfolio
1,881
Q3 2024 Reduced 0.9%
$1.37T
$671 Million 0.39% of portfolio
914
Q3 2025 Added 21.06%
$1.74T
$600 Million 0.35% of portfolio
2,464
Q3 2025 Added 18.46%
$1.29T
$569 Million 0.33% of portfolio
1,280
Q3 2025 Added 25.37%
$0
$547 Million 0.32% of portfolio
6,265
Q3 2025 Added 0.02%
$0
$525 Million 0.3% of portfolio
703
Q3 2025 New
$662B
$526 Million 0.3% of portfolio
1,047
Q3 2025 Added 22.74%
$593B
$474 Million 0.27% of portfolio
1,685
Q3 2025 Added 3.37%
$0
$403 Million 0.23% of portfolio
3,416
Q3 2025 Added 5.6%
$0
$374 Million 0.22% of portfolio
1,731
Q3 2025 New
$65.3B
$364 Million 0.21% of portfolio
5,000
Q3 2025 New
$971B
$329 Million 0.19% of portfolio
431
Q3 2025 Added 12.83%
$0
$331 Million 0.19% of portfolio
3,542
Q2 2025 New
$0
$312 Million 0.18% of portfolio
3,994
Q2 2025 Added 10.51%
$522B
$310 Million 0.18% of portfolio
1,671
Q3 2025 New
$49.1B
$288 Million 0.17% of portfolio
240
Q3 2025 Added 10.09%
$533B
$286 Million 0.17% of portfolio
839
Q3 2025 Added 18.0%
$346B
$284 Million 0.16% of portfolio
1,848
Q3 2025 New
$279B
$255 Million 0.15% of portfolio
2,471
Q3 2025 Reduced 49.05%
$512B
$267 Million 0.15% of portfolio
470
Q3 2025 Added 16.34%
$414B
$238 Million 0.14% of portfolio
1,029
Q3 2025 New
$367B
$246 Million 0.14% of portfolio
606
Q3 2025 New
$404B
$238 Million 0.14% of portfolio
257
Q3 2025 Added 13.22%
$0
$227 Million 0.13% of portfolio
3,477
Q3 2025 New
$0
$220 Million 0.13% of portfolio
1,563
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $173 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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